Category Archive

At Sendero, we believe in combining passive and active strategies in overall portfolio construction, and while fees are an important factor, cheaper is not always better. Do you know why one S&P 500 ETF beat another S&P 500 ETF by 0.09% annualized over the last 10 years? We do! Read more…

Do you know if your bank is offering competitive interest rates? If not, you might want to ask and find out how their rates compare. Sendero has access to several competitive cash management options with yields ranging from…Read more

Every quarter we publish the current opinions of the Sendero Investment Committee on various asset classes used or considered for client portfolios versus their strategic allocation. This report reflects the current opinions of the Sendero Investment Committee on various asset classes used or considered for client portfolios versus their strategic allocation. The comments reflect opinions as of the specific date listed …

Every quarter we publish the current opinions of the Sendero Investment Committee on various asset classes used or considered for client portfolios versus their strategic allocation. This report reflects the current opinions of the Sendero Investment Committee on various asset classes used or considered for client portfolios versus their strategic allocation. The comments reflect opinions as of the specific date listed …

Written By: Rodrigo Lopez No matter what one thinks of Bitcoin or Blockchain technology, all investors (rookies and grizzled veterans alike) should thank the Cryptocurrency phenomenon for one thing: A crash course in investor psychology. As everyone has different experiences investing in cryptocurrencies, I’ve decided it would be valuable to others to share my experience. Week 1: I read about …

Written By: Melinda J. Perez January brings with it a burst of energy, inspiring people to pursue their goals with a renewed drive for the year ahead. And with that in mind, we set resolutions to make our bodies healthier, or to nurture our relationships, or to gain skills that will advance our careers. Of course, there are many more …

Every quarter we publish the current opinions of the Sendero Investment Committee on various asset classes used or considered for client portfolios versus their strategic allocation. These comments reflect opinions as of the specific date listed and can change rapidly based on market conditions. Sendero prepares this analysis as one of the tools used to grow wealth responsibly through a …

When you have a busy career, kids who are involved in multiple activities and a household to run, the thought of incorporating volunteerism into your life is understandably overwhelming. You may wonder why, with everything else you juggle, should you even consider taking on another completely optional commitment? Even if it sounds like a nice idea, how on earth could …

As the U.S. Senate moves forward with the major tax cut bill, a lot of people are asking, ‘what’s in it for me,’ News Radio 1200 WOAI reports. Scott McMillian, who is the chairman of San Antonio’s Sendero Wealth Management, says more than you think. Read More…

Scott McMillian, who is the Chairman of San Antonio’s Sendero Wealth Management, says, while the change in the year is a random act to the markets, it is a good opportunity for all investors, whether you manage a seven figure portfolio or a 401(k) to make sure you are well positioned. Read More…